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Suma V. NairSuma V. Nair

(617) 574-7913
snair@goulstonstorrs.com
Fax: (617) 574-7859
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Boston
400 Atlantic Avenue
Boston, MA 02110-3333
Education
Dartmouth College, A.B., 2000, magna cum laude, Phi Beta Kappa

Harvard Law School, J.D., 2005
Admissions
Massachusetts

Overview

Suma Nair provides sophisticated estate and tax planning advice for high net worth individuals. She counsels clients regarding charitable giving, and advises generally on family and tax matters involving business and wealth succession. Additionally, Suma represents professional and family fiduciaries in connection with estate and trust administration. Suma is an Associate in the firm's Private Client and Trust group.

Representative Experience

  • Establishment of sophisticated estate plans, including inter-vivos transfers and charitable planning (using vehicles such as GRATs, QPRTs, CRTs, life insurance trusts, private split-dollar agreements and sales to grantor trusts).
  • Structuring and implementation of estate plans involving complex retirement benefits planning, including advising on the most tax-efficient ways to make retirement benefits payable to trusts.  
  • Creation of family limited liability companies and other corporate entities to facilitate business succession and estate planning goals.
  • Estate administration and post-mortem tax planning.  
  • Drafting and negotiation of premarital agreements and counseling on tax implications of divorce settlement agreements.
  • Negotiation and settlement of complex trust disputes.
  • Representation of non-profit entities, including corporate formation, application for tax-exempt status and ongoing strategic and business counseling.
Professional and Community Involvement
  • Boston Bar Association, Trusts and Estates Section
    • Section Co-Chair, 2012-2014
    • Law Day Dinner Steering Committee, 2013
    • Tax Law Updates Committee Co-Chair, 2011-2012
    • Public Policy Committee Co-Chair, 2009-2011
    • Public Service Committee Co-Chair, 2006-2009 
  • Board Member, On The Rise
  • Corporate Engagement Advisory Board, Birthday Wishes
  • Mentor, Boston Lawyers Group 
Awards and Recognition
  • Massachusetts Super Lawyers "Rising Stars," 2009, 2011 - 2012
Speaking Engagements
Press Releases
num: 10
clientAdvisories: Wealth Transfer Opportunities in the Current Economic Environment
clientAdvisories: Is a Roth Conversion Right for You?
pressReleases: Local Attorney Aims to Establish Regular Legal Clinics for Women's Crisis Organization as Newest Board Member
clientAdvisories: Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
clientAdvisories: The Time is Now: Making Tax-Free Gifts in 2012
clientAdvisories: Congress Passes Sweeping Tax Legislation Affecting Income, Estate and Gift Taxes
publicationsArticles: "BBA Council Endorses Spousal Elective Share Bill," Boston Bar Association
publicationsArticles: "Emotionally Charged Spousal Share Issue Divides Attorneys," Massachusetts Lawyers Weekly
clientAdvisories: Supreme Court Strikes Down the Defense of Marriage Act, Bringing Sweeping Changes to Tax Laws
publicationsArticles: Author, “Chapter 10: Trust Distribution Issues,” Understanding and Using Trusts (3rd Ed. 2014), MCLE
September 2010
Local Attorney Aims to Establish Regular Legal Clinics for Women's Crisis Organization as Newest Board Member
Blogs
Case Studies
Interactive Media
February 2010
BBA Leaders in HD
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